+223.3%
HOOD vs MCK
+341.6%
-118.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | -7.8% | -2.9% | -4.9% | -8.1% |
| 30D | +18.6% | +0.4% | +18.2% | +18.6% |
| 3M | +22.1% | +12.1% | +10.0% | +23.7% |
| 6M | +43.1% | -5.4% | +48.5% | +43.8% |
| YTD | -0.5% | +7.8% | -8.3% | +1.4% |
| 1Y | -4.4% | +22.9% | -27.3% | -2.7% |
| 3Y | +938.5% | +110.7% | +827.7% | +914.4% |
| 5Y | +173.4% | +346.2% | -172.7% | +62.8% |
| All | +223.3% | +341.6% | -118.3% | +103.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MCK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling